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Metalogix ControlPoint 8.2 - for Office 365 Installation Guide

Installing ControlPoint Online Files

It is recommended that you temporarily disable virus checkers on all Web front end servers in the farm as they can slow the solution deployment enough to trigger timeout errors.

To install ControlPoint Files:

REMINDER:  If UAC enabled on your server, you may have to "Run as Administrator."

1Unzip the downloaded zip file then launch the installer (Metalogix ControlPoint Installer.exe).

NOTE: Make sure you keep the entire downloaded folder intact as there are files that are required by the installer.

A splash screen displays, followed by the ControlPoint Installer Welcome screen.

2Click Install ControlPoint.


The License Agreement dialog displays.

3Read the license agreement. Click I accept the terms of the license agreement, then click [Next].

4Select Install ControlPoint Online.

Install CP Online

NOTE:  If SharePoint is not installed on the server, this will be the only selectable option.  

5 When the Metalogix ControlPoint InstallShield Welcome dialog displays, click [Next].

The InstallShield Wizard specifies a default install directory (C:\Program Files\Metalogix\ControlPoint Online), but you can click [BROWSE] and select a different one.  

Installer O365 Destination Folder

NOTE:  This directory is where the installer will place the files needed to complete the installation.  

6Click [Install].

The Configuration Wizard installs the ControlPoint files to the specified Destination Folder.  When completed, a pop-up displays asking whether you want to configure ControlPoint.

Installer Launch Configuration

NOTE:  If you want to configure the ControlPoint Online application at a later time, click [No].  You can launch the ControlPoint Online Configuration Wizard from the Start menu or a Desktop shortcut.

7Click [Finish].

Continue with Configuring the ControlPoint Online Application.



Configuring the ControlPoint Online Application

After ControlPoint is installed the application must be configured.  

Summary of ControlPoint Configuration Process

The ControlPoint Configuration Wizard out the following tasks:

A.Checks for ControlPoint Installed Components.

B.Validates License:  Checks the validity of the license key you enter as well as the terms of the license.

C.Creates ControlPoint Service database:  Creates the ControlPoint Service database (xcAdmin) on the selected database server.  This database is where administrative information and cached data used for analysis and reporting is collected.  (Note that in a multi-farm installation, this database is shared among farms.)

NOTE:  If you changed the host name in a SharePoint 2013 or 2016 environment, the Configuration Wizard also creates the bindings in IIS, creates alternate access mappings in Central Administration, and updates the ControlPoint Setting 'Inbound ControlPoint Url' to use the host header.

D.Creates the ControlPoint Online application pool, website, and virtual directory in IIS.

E.Configures the ControlPoint Online website.

F. License Activation:  Activates your ControlPoint license.

E. Windows Service Configuration (optional):  If you elect to use server-side Windows Services for Discovery and/or Sensitive Content Manager  as an alternative to the default jobs created in the windows Task Scheduler, installs and configures the service(s) you selected.

To configure the ControlPoint Online application:

1Use the information in the following table to determine the appropriate action to take.

If ...

Then ...

you are starting directly from the ControlPoint installer (that is, after performing the install you chose to Launch ControlPoint Configuration

go to the next step.

after installing ControlPoint you chose to configure at a later time (that is, after performing the install you chose not to Launch ControlPoint Configuration

double-click the ControlPoint Online Configuration desktop icon.

The installer checks your environment for the presence of installed components.

NOTE:  For a first time installation, once the components check is complete only the Fetching ControlPoint Configuration Data box should be checked (Installer Checkmark).  All other options will appear with a right-facing arrow.  (Installer Arrow)

Installer O365 Checking for Components

2Click [Continue].

3Click [Configure ControlPoint].


4Enter the license key provided by Quest.

Installer License Validation

5.Use the information in the following to determine the appropriate License Validation option to select.

NOTE:  Most systems can use the Online activation method as long as the system has internet access. If you are unable to use the online activation method due to security settings or lack of internet access, the Offline activation option can be used. This option will still require some internet access, but allows for the authentication to be done from another machine that is not as restricted by security or has a connection to the internet.

If you want to validate the license...

Then ...


accept the default option (Activate Online).


a)Select Activate Offline.

Installer License Validation OFFLINE

The Offline Activation window displays.  You can either Copy Activation Data To Clipboard or use the Save Activation Data To File option to save the key into a text file (in case it needs to be copied to another machine).

b)From a machine that has internet access, go to

c)Follow the instructions on the Offline Activation web page to activate your license, using the Upload activation data option.

NOTE:  Remember to save the Activation File to a location that is accessible by the machine on which you are installing ControlPoint.

d)Return to the ControlPoint Installer License Validation dialog.

e)Use the Step 3:  Browser Activation Response File option to select the file retured by Quest.

6Click [Validate].

If the license is validated successfully a License Validation pop-up displays the terms and current status of the license.

7Dismiss the pop-up and click [Next].

The System Prerequisite check begins. Any item that  fails the check is identified by a red X.

NOTE:  If you fix the problem immediately, you can then Rerun the System Check.  If you choose to Quit and fix the problem at a later time,  the next time you launch the ControlPoint Configuration Wizard, it will start from the beginning.

Installer O365 System Prerequisites Check

8When all system prerequisites checks have completed successfully, click [Next] to display the O365 Configuration dialog.

9Enter the following urls:

§For Primary ControlPoint Configuration Site URL, the url of the hosted site collection in which the ControlPoint Configuration site will be created.

§For SharePoint Administration URL, the url of the primary page for configuring the hosted SharePoint environment.

10.Enter the Username and Password of the account that will be Site Collection Administrator for the Primary ControlPoint Administration Site.

O365 Installer O365 Configuration

11Click [Next] to display the IIS Configuration dialog.

12Complete the dialog as follows:

a)For Web Site Name, if different from the default (ControlPoint Online), enter the name that you want IIS to use to manage the site.

NOTE:  The name that is entered in this field is for IIS purposes only.  The name of the site will appear in SharePoint and ControlPoint under the name ControlPoint Configuration Site.

b)For Port number, either:

§accept the default value (2828)


§enter a different, unused Port number.  

13Enter the name and password of the Service Account under which you want the application pool that will host the ControlPoint Configuration Site to run.

REMINDER:  If your databases reside on a different server, then the Service Account must be a domain account.

O365 Instller IIS Configuration

14Click [OK] to display the Create the ControlPoint Service (xcAdmin) Database dialog.

15Specify the Database Server where you want to place the ControlPoint Service (xcAdmin) database:

§enter the server name


§click [Browse] to choose a different database server

If you are installing on an additional farm in a multi-farm installation, make sure you specify the server on which the xcAdmin database has been created for the first farm. (If the database you specified has already been created, you will be asked whether you want to use it.)

16Specify the authentication method you want to use.  (If you select SQL Server authentication, you will be prompted to enter the Account and Password.)

17Click [Create].


18After the Configuration Wizard has successfully created the new database (or updated an existing database), click [Continue Installation] then click [Next].

22Enter the email information for the local email address that will be used as the "from" account for any correspondence sent on behalf of ControlPoint:

§For Local SMTP Server, the NETBIOS name of the SMTP, and

§the EMail from address of the ControlPoint Online "from" account.

CP Online Installer EMAIL INFO

important:  This must be a local Email account (e.g., you cannot use an O365 account).  Email information is not required to complete the installation, but without it ControlPoint will be unable to send email notifications, distribute scheduled job reports, and so on.


19Click [Continue] to display the Deploy ControlPoint dialog.

Installer O365 READY TO DEPLOY

20Click [Start Deployment].

Installer 0365 DEPLOYED

21When the deployment has successfully completed, click [Finish].-

23Click [Next].

24If you want to configure Discovery and/or SCM services, click [Yes] and continue with Configuring ControlPoint Services.  

NOTE:  You can also configure services at a later time by launching the installation from the Start menu or desktop shortcut.

Creating or Updating the ControlPoint Online Configration Site

Once you have finished configuring ControlPoint Online, you will be prompted to create (or update) the ControlPoint Online Configuration Site.  

To create or update the ControlPoint Online Configuration Site:

1Complete the dialog with the User Name and Password of the Microsoft Office 365 Site Collection Administrator account for the site collection where the ControlPoint Online Configuration Site will reside.


2Click [Configure].

3When the configuration process has completed, dismiss the page and return to the ControlPoint Configuration Wizard, then click [Finish].

The Configure Services pop-up displays, asking if you if you want to configure services.

.Configure Services dialog

4If you want to configure services, click [Yes] and continue with Configuring ControlPoint Services.  

NOTE:  You can also configure services at a later time by launching the installation from the Start menu or desktop shortcut.

Configuring ControlPoint Services

At the conclusion of ControlPoint configuration process, you have the option to configure the following Windows service(s):

·The ControlPoint Discovery Service is an alternative to the (default) FullDiscoveryJob, which runs as a Windows scheduled task.  The ControlPoint Discovery Service runs as a Windows Service, and is especially suited to very large SharePoint environments as it can significantly reduce Discovery run time.


·If Sensitive Content Manager is installed in your environment, ControlPoint Sensitive Content Manager (SCM) Services can be used instead of the default SchedulerJob, which runs as a Windows scheduled task:

§as a means of checking for:

Content Analysis (CA) jobs ready to be uploaded from ControlPoint to Sensitive Content Manager for scanning.


§Scan results ready to be downloaded from Sensitive Content Manager to ControlPoint for further action.

The use of SCM Services offers the following advantages:

·Unlike the ControlPoint SchedulerJob, which checks for Sensitive Content Manager upload and results jobs on a fixed schedule (by default, every ten minutes), SCM Services carry out these checks continuously.


·Because they support multi-threading, SCM Services are especially suited to very large content analysis jobs.

NOTE:  If you want to configure services at a later time, you can do so by launching the Configuration Wizard from the server on which ControlPoint is installed (using the same login account that was used to install the ControlPoint application).  After the Wizard has finished checking installed components, select Configure Services.

Configure Services from Wizard

To configure ControlPoint Services:

1On the Configure Services dialog, select the service(s) you want to configure.

O365 Installer Configure Services

IMPORTANT:  The Service Account must meet all of the requirements of the ControlPoint Service Account, as well as permission to Run as a Service.

2Select the service(s) you want to configure.

3Click [Continue].

4Click [Start Deployment].

The installer deploys the selected Windows service(s).

Installer Services Deployed

5When the services have been successfully deployed, click [Finish].

Additional Setup Requirements

Before you can use Discovery and/or SCM Services for the first time, you must also perform the following setup tasks in the applicable Setup application (located in the folder C:\Program Files\Metalogix\ControlPoint Online\ControlPointFeatures\Services\Discovery or ContentAnalysis).

·Add the SQL Server Connection String for the ControlPoint Services (xcAdmin) Database:

§for Discovery Services, on the General tab.

§for SCM Services, on the Host Settings tab.

NOTE:  You can copy the Connection String from the file CPConfiguration.exe.config, located in the folder C:\Program Files\Metalogix\ControlPoint Online\ControlPointFeatures. Use the portion of the string that starts with the words Data Source and ends with Integrated Security = <value>.

CPO Connection String in Config File


·Enter the following Host Settings to enable the Service to collect data from your SharePoint Online tenant environment:

§SharePoint Online Tenant Url - The url of the SharePoint Online Administration Center used to configure the hosted SharePoint tenant.

§Primary SPO Site Collection Url - The url of the hosted site collection in which the ControlPoint Configuration site was created

§SharePoint Online Account and Password - The credentials of the SharePoint Online Administrator account used to manage the tenant environment.

CPO Host Settings

IMPORTANT: While the Discovery service starts automatically upon configuration from the ControlPoint installer, the SCM services (Metalogix ControlPoint to CA Upload and Metalogix ControlPoint to CA Results) must be manually started after the SQL Server Connection String is entered.  This is by design because in the absence of this connection string, every time the upload service runs, an error is written to the CPCAUploadService log.

You can also use the Setup application to change a service's default settings.  Refer to the ControlPoint for Office 365 Administration Guide for complete details.

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